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In this guide, we will walk through the process of creating Klaviyo segments using properties provided by Lantern.
Once your segment is created, it's dynamic - meaning it updates as customers meet or no longer meet the defined criteria. This allows your email campaigns to adapt to these segments, automatically adding new customers who meet the segment's rules.
Step1: Create a new Segment
1.1 Log in to your Klaviyo account.
1.2 From the dashboard, locate the Lists & Segments option on the left-hand menu and click it.
1.3 Click on the ‘Create New’ button and select 'Create Segment' to start creating a new segment.
Step2: Create Segment Rules
To create segments you can use both the custom properties Lantern creates for each quiz taker as well as the Completed Lantern Quiz (v2) event. Here are some examples:
2.1. Quiz Answers: Use these to create segments based on the responses customers have provided during the quiz. For instance, to create a segment for customers who selected Dog as their pet type in question 2, choose 'Properties about someone' -> 'Answer(2)' -> 'Equals', and then select Dog from the second dropdown.
2.2 Create Segments Based on a Sequence of Quiz Answers
2.2.1 Using Numbered Quiz Answers: You can create segments based on a sequence of quiz answers by adding new rules
2.2.2 Using Specific Klaviyo Property IDs: You can use specific property IDs assigned to each question in the quiz. These property IDs (e.g., pet_type, food_preference) make the setup clear and easier to manage, especially when you have multiple quizzes in your store.
The Klaviyo property ID for each question is located under Integrations in the right-hand menu of the quiz builder.
For example, if you want to create a segment for customers who selected Dry Food as their pet’s food preference, you would choose Properties about someone, select the property ID food_preference, set the condition to Equals, and then choose Dry Food as the value.
3.1 Recommended Products: Segment customers based on the products recommended to them. In our example, we’re interested in creating a segment for the customers who have been recommended Turkey & Pea Grain-Free Dog Food as one of their quiz results. For this, we will use the ProductName property.
In this example, we show a total of 3 quiz results so we want to include all customers that have been recommended this product regardless if it was their 1st, 2nd or 3rd result.
4.1 Quiz Questions: Segment customers based on the questions they were asked during the quiz. This is especially relevant if you have logic jumps in your quiz and you know only certain customers will be asked certain questions based on their previous answer selection. You can use this to create a rule based on what that question would be for this specific group of customers using the Question property:
5.1 Product Information: Use the price, Shopify product ID, or store URL of the recommended results as a base for your segmentation. The respective properties are: Price, ProductID and Url.
Please note: Whilst most of our properties are text properties, when using Price the type should be changed to number.
Additional available properties include product currency and image URL.
6.1 Quiz Completion: You can create segments based on whether someone has completed a specific quiz. This is especially useful for stores with multiple quizzes.
Step3: Name and Create your Segment
3.1 Assign a descriptive name to your new segment that reflects its purpose. Once named, click the Create Segment button to save it.
By integrating data from Lantern quiz, you can create highly targeted segments in Klaviyo that increase the relevance and effectiveness of your email marketing. Remember to regularly revisit and refine your segments to ensure they continue to deliver value to your campaigns.
For more information on creating Klaviyo segments please check out the following article.